Filed August 30, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,317 | $123,077+32.7% | $116,228+40.5% | $102,872+58.8% |
| Participation rate | 70.0% | 87.0%-17.0pp | 74.6%-4.6pp | 73.0%-3.0pp |
| Annual return | 14.39% | 15.84%-1.5pp | 90.06%-75.7pp | 19.06%-4.7pp |
| Employer contribution / active EE | $4,969 | $4,380+13.4% | $2,994+66.0% | $3,526+40.9% |
| Participant deferral / active EE | $6,193 | $6,746-8.2% | $4,953+25.0% | $5,535+11.9% |
| Admin fee / account holder | $0 | $115-100.0% | $11,989-100.0% | $292-100.0% |